Kula Investments’s South Jersey Industries, Inc. SJI Stock Holding History

Kula Investments’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,393	Closed	-$224K	–	924
2022 Q4	$224K	Buy	+13,393	New	+$463K	0.07%	489

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Kula Investments's SJI Position: Q1 2023 in Review

Kula Investments sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 13,393 shares — an estimated $224K sold.

Kula Investments first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Kula Investments reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 13,393 South Jersey Industries, Inc. shares in Q1 2023, an estimated $224K.
Kula Investments first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
Kula Investments's South Jersey Industries, Inc. position peaked at $224K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.